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In this episode of the InsuranceAUM.com podcast, Stewart Foley speaks with Pramol Dhawan, Managing Director and Head of the EM Portfolio Management Team at PIMCO, about the opportunities and considerations for insurance companies investing in emerging markets. Pramol breaks down the key reasons why EM offers compelling value to insurance portfolios, including diversification, yield enhancement, and access to high-quality, long-duration assets. He highlights the evolving definition of EM, debunks outdated perceptions, and offers insights into how geopolitical and political risks are priced and managed.
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In this episode of the InsuranceAUM.com podcast, Stewart Foley speaks with Pramol Dhawan, Managing Director and Head of the EM Portfolio Management Team at PIMCO, about the opportunities and considerations for insurance companies investing in emerging markets. Pramol breaks down the key reasons why EM offers compelling value to insurance portfolios, including diversification, yield enhancement, and access to high-quality, long-duration assets. He highlights the evolving definition of EM, debunks outdated perceptions, and offers insights into how geopolitical and political risks are priced and managed.
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